Garrett at Crossroads is the best! He has been doing our taxes for 6 or so years and is always so…read morehelpful. He answers all of my emails throughout the year so quickly and always helps me understand the random IRS letters that come in the mail. Thank you Garrett!!!

I met with them for financial planning. After having me sign an " engagement letter" that had no…read moredetails of the services provided, they acted shocked at my request for some sort of written agreement detailing specific services and times. After this they stated "I was not a match". Use at your own risk. Tony specifically the "planner ".requested I send sensitive documents through email.Absolutely under qualified, and unprofessional. I have proof of his partner/ colleague in his firm doing the same thing. I've attached a picture, because the owner is lying on the review.

Knightsbridge is one of the top wealth management firms I've ever worked with. The firm's…read morecommitment to their clients is second to none and their performance in the market is extraordinary. Their analysis, insight, and ingenious ideas have kept my portfolio far ahead of the averages and have generated far higher returns than any of my ETF without much additional risk. I'm especially a fan of their quarterly newsletters and overall transparency. They are a top notch firm and have more than earned my trust and business.

From the owner: Knightsbridge Wealth Management is a fee-only, Registered Investment Advisor. We are a fiduciary…read morerequired by law to act in your best interests. As an independent, 100% employee-owned firm, we do not earn commissions for selling financial products on behalf of any parent financial institution. We simply provide you with personalized and unbiased financial advice.​ Working with a boutique firm, you have direct access to the people making the investment decisions. Our personal money is always invested alongside yours. Our job is to make it as easy as possible to get your money working for you, by setting up accounts and choosing the investments we would choose for ourselves. We also advise you on all your financial affairs: initiating retirement plans for your business, recommending 401k options, developing sustainable spending plans, etc.

I was able to get a consultation the next day after contacting this business, during the last few…read moredays of tax season. My consultation was with Anthony S. and he answered some of my questions and gave me reassurance in regard to tax preparation. He was well spoken and efficient. I didn't end up using his services at this time but I plan to use them in the future. Thank you Anthony, for your time. I recommend this accounting firm as they are professional and reliable.

Bharmal & Associates is amazing! They've been doing our business and personal returns for 4 yrs…read morenow. Manan helps us with our taxes and he is so patient and takes the time to explain things. He asks a lot of questions to make sure we not missing out of any deductions. I recommend this place and I don't know if you can request people to help you with your taxes but I definitely would recommend requesting Manan.

I am fairly new to the West Coast and was uncomfortable with switching to a new CPA after being…read morewith one for 25 years! Aaron Riordan made it so easy and comfortable. He literally offers a concierge service for the entire process. One meeting to discuss my situation, an intuit portal to fill out forms, and a final phone call to review the tax documents he prepared. He is so professional and I am set for my future tax planning in Southern California. Thank you Aaron!

Aaron and his highly competent team have managed my complex personal and business tax affairs for…read moremany years They are reliable responsible and plan well ahead to ensure no last minute panics A delight to work with and great value for money I would highly recommend them to anyone looking for tax advice tax planning or year end filings

Louie and his team are incredible at what they do. They take the time to detail everything. His…read moreteam is truly passionate on delivering an exceptional service to small businesses and helping business owners grow their businesses responsibly. Highly recommend to any small business owner needing a new Accounting team.

I had been a loyal client of this tax company since 2017. Not only did I trust them with my…read morebusiness, but I went the extra mile to bring them to my brow classes as a special host, where they educated my students on taxes. Many of my students became their clients, which was great for their business--thanks to me. Fast forward to 2024, when I experienced a life-changing car accident. I had to pause their services temporarily because I wasn't sure if I'd even be able to work again, let alone pay for taxes. After a few months of recovery, I was ready to restart our services. But instead of welcoming back a loyal, long-term client, I was slapped in the face with an outrageous demand: my rate would jump from $610 a month to $995 and they insisted I prepay the remainder of the year and all of 2025--an insane total of $9,760! It honestly felt like they just wanted to fire me as a client. To make things worse, they marked my business as SUSPENDED after terminating me as a client. Oh and wait, when I asked to speak to the owner, Louie Vasquez, someone I had trusted for years, they flat-out told me he doesn't handle this anymore and I wouldn't be able to talk to him. After everything I had done for this company, they didn't even have the decency to let me have a conversation with the person I had worked with from the start. This company clearly doesn't care about loyalty, nor do they value their long-standing clients. They're more interested in squeezing as much money out of people as they can. If you're looking for a company that cares about you or your business--look elsewhere.

It seems that the reviews for this branch are either all in or all out, so I will do my best to…read morejustify my all in rating. I opened a $2,000 IRA with Schwab 25 years ago as a passive way to invest in the stock market. Initially, I mainly used the phone service to help me learn about the market and terms/procedures on investing. Over time and with some luck (thank you Costco), my funds increased. As I approach retirement, I wanted to get more in depth assistance with my investing. I've been blessed to have a couple of 401k plans with past employers and both of my parents left me a modest amount of inheritance, so I need help with a strategy and also Roth conversions. I had multiple meetings with three companies (and called a couple others), and Schwab proved to be the best choice for me. The level of service all depends on what you want. With simple, no minimum, no fee service you have access to people in this office and their 24 hour line. Once you hit a reasonable threshold, you add a Financial Consultant at no charge. And finally, if you wish to have them to manage your portfolio, for a percentage fee you can add a Wealth Advisor. I am not charged any commission fees. They are key in helping me with all financial matters including tax strategies, partnered referrals for supplemental insurance and trust creation. Compared to other financial management companies, Schwab offers various options that charge a fee either equal to or less than all others I vetted. They do not charge a fee for cash/cash equivalent investments and have options such as bonds management that are lower than all those I interviewed or made calls to get fee information. The personal service I receive has been far and away above all others. They listen to me at our meetings and I have as much input on my investments as I want. It truly feels like a team effort. Thankful for Schwab and my team (Brian - Investment Consultant, Scott - Financial Consultant and Jonathan - Wealth Advisor).

One month ago, I was misinformed by their banking division for fraud incident and was recommended…read moreto freeze the account. I was later informed that it wasn't a fraud but merely a misplacement of deposits to my other bank. 1. The fraud was misinformed to me by Victoria at their banking division. Due to her misleading statements of that someone cashed my check at 53rd bank at New York, under fear, I was induced to make the decision to freeze the account. 2. No one at their banking division called me to report to me what's going on. My fear index was at all time high when I was out of town and have limited resources to find out what's going on. 3. I've made a lot of phone calls and later found out that it was just a misplaced deposit into my other bank. I've informed them and Charles Schwab had known that it was just a check misplacement but failed to lift the restriction and wrote off the investigation. In summary, this bank mislead, misrepresented data and induced client to make wrong decision. The customer service at brokerage firm was unable to coordinate with their fraud investigation for correct data. Finally, they used this misleading tactic to freeze my bank account since last year. I've made so many phone calls and some of my payments to credit card company got returned unpaid because they placed the restriction on my banking account by knowing that there's no fraud. I have called customer service so many times requesting to lift the restriction and to transfer my money back to the brokerage account. As of today, there's no transfer and the restriction is still placed there. This is my question to your management team at Charles Schwab - How long are you planning on having this kind of financial abuse to senior citizen?

Before you invest with FRG/Bob Messina I strongly suggest consulting with other financial advisors…read moreabout any investment he offers. Unfortunately I didn't do so and as a result lost alot of $$, while he made $30K commission when I signed the contract. He sells the Annuity under false pretense and does not disclose pertinent information that would make you run. The contract itself is very ambiguous and it would take several attorneys to understand completely. Bob makes it very easy for you by filling out your application and all you have to do is sign. He claims to be a fiduciary however he does not act like one. All I can say is that I lost a significant portion of my retirement because I trusted Robert Messina. If this review can help just one person I would be justified.

I attended one of their seminars and was honestly really impressed. It was super informative…read morewithout feeling overwhelming, and the team running it was incredibly kind and knowledgeable. You can tell they genuinely care about helping people understand everything clearly.

Dennis is great! He is very quick to respond to questions and has handled our somewhat complicated…read moretaxes for several years now.

Dennis provided outstanding services regarding my tax return. He responded to my initial email…read morewithin a few hours. He prepared my return within 24 hours of receiving my documents. The process was the most efficient and pleasant I have experienced. Dennis provided advice on a tax question I had. Dennis is professional, responsive, and courteous. His fees are fair. I am grateful to have found him.

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

Brett Sifling of Gerber Kawasaki recommended transferring my investments languishing in other…read morecompanies to more profitable companies. His expertise increased my wealth by at least 60%. I do not need to worry about having sufficient money to fund my lifestyle or to gift my children and grandchildren. I am grateful. Ola B.

Neal is an excellent Agent. Always available. Knows his coverage and policies…read more I've been doing business with him for 7 years never a problem.

I called Neil when my daughter was deathly ill in the hospital in Newport Beach. I needed to change…read moremy insurance and get good advice. He came to the hospital and gave me all my options along with his years of experience. I trust Neil and you should too. Why go through agonizing insurance programs and confusion when you can just call a professional. Call him now, you'll be glad you did. Kim Olson